InceptionR’s Lindblad Expeditions LIND Stock Holding History

InceptionR’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,425	Closed	-$208K	–	791
2025 Q4	$208K	Buy	+14,425	New	+$182K	0.06%	537
2024 Q2	–	Sell	-11,319	Closed	-$106K	–	741
2024 Q1	$106K	Buy	+11,319	New	+$104K	0.03%	550

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

InceptionR's LIND Position: Q1 2026 in Review

InceptionR sold out of Lindblad Expeditions (LIND) in Q1 2026, closing a stake of 14,425 shares — an estimated $208K sold.

InceptionR first reported a position in LIND in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

InceptionR reported no remaining Lindblad Expeditions position as of Q1 2026 after selling out during the quarter.
InceptionR sold 14,425 Lindblad Expeditions shares in Q1 2026, an estimated $208K.
InceptionR first reported a position in Lindblad Expeditions in Q1 2024 and held it in 2 quarters.
InceptionR's Lindblad Expeditions position peaked at $208K in Q4 2025.
199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.